OBJECTIVE
Enhance the Client’s operational efficiency and client communication by implementing Zoho One’s solution, tailored by CloudQ, for streamlined data management, workflow automation, and user-friendly interfaces.
CUSTOMER FEEDBACK
“As a wedding film company, we had difficulty keeping up with many wedding projects and their tracking. We were using Google Calendar and WhatsApp Business for scheduling the events and managing leads, respectively, and it was tough to manage. It was CloudQ who recommended Zoho One and helped us set it up. Managing projects, assigning tasks to our team, handling customers, scheduling events, and billing our prospects are much easier now. Thanks to CloudQ for their consultation, implementation, and support throughout the process and afterwards.” Akhilan MV (Founder and CEO), BeFlare Wedding Films”
ABOUT CLOUDQ
CloudQ is one of the INC 5000 fastest-growing private companies based in Alpharetta, GA. We specialize in cloud-based technology implementation such as Salesforce. Our clients attribute us to our transparent, highly efficient and customer-centric business model. We are the Silver consulting partner for Cloud-based Technology in Salesforce.
US: +1 404 410 1441
India: +91 62829 56021
CHALLENGES
Team Adaptation
Helping Beflare’s team adjust and transition to a computerized way of working with their new system and workflows.
Data Integration and Training
Existing data needed to be integrated, but there were several hurdles to be leapt. All staff needed training on the systems.
Communication Enhancement
Ensuring seamless client-crew communication via email and quote acceptance/rejection. This required thorough testing and fine-tuning.
APPROACH
The client sought CloudQ’s expertise to enhance their lead to cash flow for their Wedding Film Company. After in-depth research, we identified key pain points in data management, workflows, internal communications, and client-crew communications. Choosing Zoho One’s solution, we tailored it by implementing streamlined lead management, quote management, invoice management, operations management with workflow automation, and user-friendly interfaces. This approach guarantees to improve operations, communication, workflow efficiency, and a notable return on investment for our client.
BUSINESS BENEFITS
Tailored Zoho CRM for client’s streamlined data management.
Improved communication with email integration and quote acceptance/rejection features.
Smooth migration of crew and project data for a seamless transition.
Workflow automation and email automation enhanced operational efficiency.
Customized invoice and quote templates for user-friendly document generation.
Ongoing support, system walk-throughs, and staff training from CloudQ for effective Zoho CRM and Zoho Books utilization.
CUSTOMER PROFILE
BeFlare Wedding Films, Trivandrum, Kerala—capturing timeless memories with dedication, attention to detail, and a passion for storytelling by founder Akhilan MV.
INDUSTRY
Wedding Films Photography and the Event Industry
TECHNOLOGY AND TOOLS
Zoho One – CRM, Calendar, Books, Data Forms, Data Prep, Deluge Scripts
Contributor
